SIMA Wealth Partners, LLC
CIK: 2135539SEC EDGAR →
Portfolio Value
$83.2B
Holdings
130
As of
Q1 2026
New Positions
130
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 260,672 | $9.9B | 11.93% |
| 2 | J P MORGAN EXCHANGE TRADED F | 129,463 | $9.7B | 11.65% |
| 3 | ISHARES TR | 177,936 | $9.2B | 11.07% |
| 4 | ISHARES TR | 77,591 | $7.4B | 8.88% |
| 5 | DIMENSIONAL ETF TRUST | 217,398 | $7.1B | 8.51% |
| 6 | J P MORGAN EXCHANGE TRADED F | 95,454 | $6.8B | 8.22% |
| 7 | SCHWAB STRATEGIC TR | 258,346 | $6.5B | 7.78% |
| 8 | SPDR SERIES TRUST | 101,154 | $5.7B | 6.90% |
| 9 | SCHWAB STRATEGIC TR | 155,412 | $3.8B | 4.55% |
| 10 | SPDR SERIES TRUST | 37,546 | $2.2B | 2.61% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 86 | $81.0B | 97.3% |
| Unknown | 8 | $1.9B | 2.3% |
| Consumer Defensive | 5 | $275.4M | 0.3% |
| Communication Services | 3 | $20.5M | 0.0% |
| Consumer Cyclical | 4 | $17.8M | 0.0% |
| Utilities | 2 | $11.7M | 0.0% |
| Industrials | 8 | $11.5M | 0.0% |
| Technology | 6 | $3.7M | 0.0% |
| Healthcare | 7 | $530K | 0.0% |
| Energy | 1 | $34K | 0.0% |